Integrated Wealth Concepts’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.95M | Buy |
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|
2025
Q2 | $6.61M | Buy |
|
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|
2025
Q1 | $4.88M | Sell |
|
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|
2024
Q4 | $5.09M | Sell |
|
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|
2024
Q3 | $4.67M | Sell |
|
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|
2024
Q2 | $5.61M | Buy |
|
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|
2024
Q1 | $5.91M | Sell |
|
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|
2023
Q4 | $8.16M | Sell |
|
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|
2023
Q3 | $6.28M | Sell |
|
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|
2023
Q2 | $7.23M | Buy |
|
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|
2023
Q1 | $7.19M | Buy |
|
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|
2022
Q4 | $3.54M | Sell |
|
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|
2022
Q3 | $2.35M | Buy |
|
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|
2022
Q2 | $2.63M | Buy |
|
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|
2022
Q1 | $3.4M | Buy |
|
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|
2021
Q4 | $3.03M | Buy |
|
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|
2021
Q3 | $3.25M | Buy |
|
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|
2021
Q2 | $2.89M | Buy |
|
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|
2021
Q1 | $2.69M | Buy |
|
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|
2020
Q4 | $1.57M | Buy |
|
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|
2020
Q3 | $987K | Buy |
|
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|
2020
Q2 | $931K | Buy |
|
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|
2020
Q1 | $686K | Buy |
|
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|
2019
Q4 | $1.18M | Sell |
|
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|
2019
Q3 | $1.42M | Buy |
|
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|
2019
Q2 | $1.15M | Buy |
|
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|
2019
Q1 | $1.04M | Buy |
|
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|
2018
Q4 | $298K | Buy |
|
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|
2018
Q3 | $332K | Buy |
|